SLRYX

Active

SIMT Large Cap Growth Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.98%
Annual Cost per $10K
$98.00
30-Year Fee Drag per $10K
$18,362
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+27.73%

Asset Allocation

US Equity
96%
US Bond
2%
Cash
2%

Fee Comparison

SLRYX
0.98%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

8% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+146.34%3Y
Compare to

Fee Impact Calculator

$
%
SLRYX at 0.98%$288,805
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$91,808
Cost vs index fund−$88,620

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
SLRYXSIMT Large Cap Growth Fund0.98%
QCGRFXCollege Retirement Equities Fund - Growth Account
TRSAXT. Rowe Price Growth Stock Fund, Inc.0.91%
TRBCXT. Rowe Price Blue Chip Growth Fund, Inc.0.69%
PARCXT. Rowe Price Retirement 2030 Fund0.81%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
EGFSXEdgewood Growth Fund1.25%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
PRBLXParnassus Core Equity Fund0.82%
APGZXAB LARGE CAP GROWTH FUND INC0.51%
FLMVXJPMorgan Mid Cap Value Fund1.09%
TRRDXT. Rowe Price Retirement 2040 Fund0.60%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
HCAIXHarbor Capital Appreciation Fund1.02%
JGACXJPMorgan Growth Advantage Fund0.99%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
AULNXUltra Fund0.57%
TRRJXT. Rowe Price Retirement 2035 Fund0.59%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
LGRRXLoomis Sayles Growth Fund0.91%
TRRKXT. Rowe Price Retirement 2045 Fund0.61%
TRRMXT. Rowe Price Retirement 2050 Fund0.63%
TRRHXT. Rowe Price Retirement 2025 Fund0.54%
PLCGXLargeCap Growth Fund I0.94%
PACOXT. Rowe Price U.S. Equity Research Fund0.83%
AGWUXGrowth Fund0.69%
TRRBXT. Rowe Price Retirement 2020 Fund0.52%
JHLAXMultimanager Lifestyle Balanced Portfolio0.91%
MLAAXNYLI Winslow Large Cap Growth Fund0.94%
CREFXCohen & Steers Real Estate Securities Fund0.75%
PLFMXLargeCap S&P 500 Index Fund1.29%
CIPMXChamplain MidCap Fund1.09%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
HAIAXHARTFORD CORE EQUITY FUND0.69%
TRRNXT. Rowe Price Retirement 2055 Fund0.64%
DHLAXDIAMOND HILL LARGE CAP FUND0.96%
CSRIXCohen & Steers Institutional Realty Shares$1M min0.75%
JAGKX500 Index Trust0.50%
AMLPAlerian MLP ETF0.85%
DCZRXMacquarie Small Cap Core Fund0.68%
JGAQXJPMorgan Value Advantage Fund0.99%
GTENXGateway Fund0.65%
CSJFXCohen & Steers Realty Shares0.80%
SUWAXDWS Core Equity Fund0.83%
JENIXThe Jensen Quality Growth Fund Inc1.26%
JAIZXManaged Volatility Growth Portfolio0.77%
OAZLXOakmark Select Fund0.73%
LMPIXClearBridge Appreciation Fund1.00%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
SSFRXState Street Equity 500 Index Fund0.62%
CGWRXColumbia Cornerstone Growth Fund0.97%
IGRFXMacquarie Mid Cap Growth Fund0.68%
OWACXOld Westbury All Cap Core Fund0.96%
FSMEXSelect Medical Technology and Devices Portfolio0.63%
DVZRXMacquarie Small Cap Value Fund0.70%
VVIPXVoya VACS Index Series S Portfolio
TIIRXNuveen Core Equity Fund0.73%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
TCLCXNuveen Large Cap Value Fund0.75%
JAIKXLifestyle Growth Portfolio0.86%
JAIYXManaged Volatility Balanced Portfolio0.75%
TRRLXT. Rowe Price Retirement 2060 Fund0.64%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
FMIMXFMI Common Stock Fund0.98%
JGAVXJPMorgan U.S. Value Fund0.94%
BMDSXBaird Mid Cap Growth Fund1.06%
ASLDXSelect Fund0.63%
VCSTXScience & Technology Fund0.91%
JULAXMultimanager Lifestyle Aggressive Portfolio1.02%
TRRGXT. Rowe Price Retirement 2015 Fund0.50%
FMUEXFree Market U.S. Equity Fund$1M min0.76%
TWHIXHeritage Fund1.00%
COAVXColumbia Overseas Value Fund0.82%
ESBLXEaton Vance Floating-Rate Fund0.75%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%
TSCSXTHRIVENT SMALL CAP STOCK FUND0.78%
AQEAXColumbia Disciplined Core Fund0.94%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
AFDGXLarge Cap Equity Fund0.59%
PRSGXT. Rowe Price Spectrum Diversified Equity Fund0.73%
USAAXVictory Growth Fund0.89%
DDZRXMacquarie Value Fund0.61%
JDPAXJanus Henderson Mid Cap Value Fund1.20%
PTLCPacer Trendpilot US Large Cap ETF0.60%
FSRPXSelect Retailing Portfolio0.64%
GCTRXGoldman Sachs U.S. Tax-Managed Equity Fund0.68%
CIPSXChamplain Small Company Fund1.24%
IAVGXVOYA GROWTH AND INCOME PORTFOLIO1.12%
FRESXFidelity Real Estate Investment Portfolio0.64%
TRRPXNuveen Real Estate Securities Select Fund0.65%
JDSNXJanus Henderson Small Cap Value Fund0.99%
TRRAXT. Rowe Price Retirement 2010 Fund0.49%
HNVRXHarbor Small Cap Value Fund0.80%
SINAXClearBridge Large Cap Value Fund0.79%
MIEAXMM S&P 500 Index Fund0.89%
GQEPXGQG PARTNERS US SELECT QUALITY EQUITY FUND0.70%
GIDWXGoldman Sachs U.S. Equity Dividend and Premium Fund0.68%
JCICXJPMorgan U.S. GARP Equity Fund0.84%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%
FFEFXNuveen Dividend Value Fund0.61%

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